Senior Private Banking Relationship Leader

Fairygodboss

Los Angeles (CA)

On-site

USD 160,000 - 296,000

Full time

14 days+
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Job summary

PNC is seeking a Senior Relationship Strategist for its Private Bank in Los Angeles, CA. Based in the Downtown Los Angeles or Century City offices, you will lead client management, develop relationship plans, and execute strategies to grow your book of business.

This role emphasizes risk management, proactive service, and a strong client focus, with 8+ years of related experience and a bachelor’s degree. Collaboration with partners and mentoring teammates are also key aspects of the position.

Qualifications

  • University degree required; advanced degrees are desirable.
  • Industry experience typically 8+ years.
  • Certifications may be required or considered.

Responsibilities

  • Lead client management and develop relationship plans to acquire and retain clients.
  • Coordinate with teams to assess client needs and deliver proactive service.
  • Grow the book of business through client expansion and new relationships.
  • Manage risk and ensure service delivery aligns with fees charged.
  • Maintain CRM/admin tasks and mentor team members.

Skills

Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Senior Relationship Strategist for its Private Bank in Los Angeles, CA. Based in the Downtown Los Angeles or Century City offices, you will lead client management, develop relationship plans, and execute strategies to grow your book of business.

This role emphasizes risk management, proactive service, and a strong client focus, with 8+ years of related experience and a bachelor’s degree. Collaboration with partners and mentoring teammates are also key aspects of the position.

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